Altman & Associates Practices

The ultimate estate planning exercise is to consider how you want your assets to be owned, managed, and preserved during your lifetime, and also how you wish for them to be distributed upon your death.

Our Practice Areas include:

Estate Plan Review

Your estate plan should be reviewed and updated at least every four years or if any of the following events occur:

  • A change in marital status
  • The birth of a child
  • A change in your state of residence
  • A significant change in the value or character of your assets
  • A change in intended beneficiaries
  • The death of a beneficiary
  • The death of a guardian, trustee, or personal representative named in your will
  • A change in tax laws affecting federal estate tax deductions and calculations
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